Full Name
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Organization
How much time per week do you spend manually following up with leads or clients?
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Hours every day
A few hours per week
Mostly automated already
Phone
Email
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Are your core business processes documented so a new hire could execute them tomorrow?
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It’s all in my head
Some things are written down
Yes, fully documented
Where does your customer data live right now?
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Sticky notes & inboxes
Spreadsheets mostly
One CRM or central tool
What percentage of your daily work feels like repetitive “busywork” you’d love to eliminate?
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More than half
About a quarter
Very little
If your lead volume doubled tomorrow, would your current systems handle it — or would things break?
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Things would break fast
We’d struggle but survive
We could handle it easily
When you introduce new software or tools, how does your team (or you) typically respond?
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A lot of resistance
Some hesitation
Open and adaptable
How is your business currently using AI tools like ChatGPT or Claude?
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Not at all
Occasionally / ad-hoc
Integrated regularly